Iowa Code » Chapter 633D — TRANSFER ON DEATH SECURITY REGISTRATION
Iowa Code

Iowa Code § 633D.9 (2026)

Death of the owner

✓ Iowa Code 2026 (laws through the 2025 session)
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On the death of a sole owner or on the death of the sole surviving owner of multiple owners, the ownership of securities registered in beneficiary form passes to the beneficiary or beneficiaries who survive all owners. On proof of death of all owners and compliance with any applicable requirements of the registering entity, a security registered in beneficiary form may be reregistered in the name of the beneficiary or beneficiaries who survived the death of all owners. A registering entity shall provide notice to the department of revenue of all reregistrations made pursuant to this chapter. The notice shall include the name, address, and social security number of the decedent and all transferees. Until the division of the security after the death of all owners, multiple beneficiaries surviving the death of all owners hold their interests as tenants in common. If no beneficiary survives the death of all owners, the security belongs to the estate of the deceased sole owner or the estate of the last to die of multiple owners. 97 Acts, ch 178, §25 CS97, §633.808 2003 Acts, ch 145, §286; 2005 Acts, ch 38, §52, 53 CS2005, §633D.9 Referred to in §633D.10

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Notes of Decisions
Cited in 3 cases, 2017–2018 · leading case: In the Matter of the Est. of Joseph C. Gantner III, Rachel Gantner, 893 N.W.2d 896 (Iowa 2017).
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In the Matter of the Est. of Joseph C. Gantner III, Rachel Gantner, 893 N.W.2d 896 (Iowa 2017). · cites it 4× “§ 633D.9. Hence, “[a] transfer on death resulting from a registration in beneficiary form shall be effective by reason of the contract regarding the registration .”
Beverly Gardiner Nance v. Iowa Dep't of Revenue, 908 N.W.2d 261 (Iowa 2018). · cites it 3× “See Iowa Code § 633D.9 (2009) (“On the death of a sole owner or on the death of the sole surviving owner of multiple owners, the ownership of securities registered in beneficiary form passes to the beneficiary or beneficiaries who survive all owners.”
Amended July 7, 2017 in the Matter of the Est. of Joseph C. Gantner III, Rachel Gantner, No. 16–1028 (Iowa Apr. 21, 2017). · cites it 4× “§ 633D.9. Hence, “[a] transfer on death resulting from a registration in beneficiary form shall be effective by reason of the contract regarding the registration .”
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